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Just can you maybe help us understand, I know this isn't the Akamai of 10 years ago when maybe live events were a lot more meaningful
is the total ACV or whatever sort of metric you want to use, with those customers growing meaningfully as a result of this?
what gives you confidence that as we get through this capacity constrained era, regardless of how long it lasts, that Akamai will still be well positioned
Are there opportunities to take what you're doing in API security today and start to extend it now into these new kind of Agentic protocols?
how should we be thinking about the pricing environment for the delivery? And can just having fewer players in the space help
what can you do on your end to minimize the disruption from that. What are you assuming when you think about your 2025 guide
are you typically landing greenfield with a lot of these opportunities, or are there wins that you have
how to maintain predictability within the customer base while increasingly growing consumption
do you see an opportunity to not just automate and drive faster time to value and efficiency but even leveraging AI within the Veeva platform to allow for better drug development, safer drugs
how should we be thinking about the opportunity for Veeva to work with Anthropic, OpenAI, all the different kind of model providers out there
Is there an opportunity that you can leverage your agents to make that transition and movement of applications easier
are you gonna be architecting your agents out in a way/have you already started to see this where, you know, it's not only living within the Vault ecosystem
where do you kind of see it shaking out other than, you know, the typical efficiency gains
can you talk about what you're seeing from early customer feedback and adoption of these
maybe can you walk us through kind of what's driven the desire or the momentum to push out these products kind of quickly
would you characterize anything different you saw in the month of April especially because that was post-liberation day and the institution of tariffs